Monday Com Training 2022 – dream workflows

This article is focused on answering Monday Com Training …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin awesome fine let’s begin and landing page demand i’m presuming

 

you people i’m just gon na show um discuss the basics truly quickly however i make certain you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this between customers or tasks and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with an imaginative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to create a kind but essentially this type can be found in here and after that the group lead of the imaginative design team or any other team can assign a specific designer to deal with it so let me reveal you men how to include a type and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people check the view area due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can really just create any column with anything that you people require when a creative demand is available in make it a form share the form preview the show you men how a form looks like um the name of the demand you desire you wish to add a specific short with a particular i understand each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a specific apply for example today everything remains in the preparation ideas stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest priority i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to know and then it can be called demands or concepts can be found in and after that i can just go on take it and move it to a certain group that i think it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you outline your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too today i’ll simply give like a short summary this is the person column as you people understand we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a priority one we called it concern however it’s basically a rating column um we have a. Monday Com Training

monday.com, job management, tool, software, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i enjoy about the tag column is if i click on this right now it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could show you guys remove due date mode basically what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday Com Training